Account Manager, National Accounts

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🏄 California – Remote

🏄 California – Remote

💵 $63k - $121k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • Insurance • B2B

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures • Partners in the strategic development of insurance plans tailored to client needs • Strategically manages the remarketing of renewals to ensure high account retention rates • Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies • Communicates various billing and invoicing options • Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs • Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed • Proactively communicates significant audit discrepancies to clients and determines further action • Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity • Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services • Recommends process improvements as needed • Quickly identifies and resolves complex client service issues • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience • Performs other projects, duties, and tasks, as assigned.

🎯 Requirements

• High School Diploma or equivalent • Four-year degree preferred • A Property and Casualty License from state of domicile is required and must be maintained • Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM) • Minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required • Strong analytical and mathematical skills • Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions • In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others • Proficient skills in Microsoft Office (primarily Excel and Word) • Must be computer literate with the ability to learn new software applications • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures • Ability to travel up to 10% of the time as needed • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

🏖️ Benefits

• Competitive pay • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays